$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Vice President–Wealth Management
Financial Advisor
Doug has been with UBS in the Fort Worth/Dallas area over 24 years. His team provides personalized financial guidance to business owners, corporate executives, professionals and affluent individuals. Doug holds the Series 7, 63, 65, and variable Life and Annuity licenses.
Whether volunteering at Cooks Children's hospital and the Tarrant County Food Bank or serving on the host committee of the Fort Worth Christian Leadership Prayer Breakfast and finance committees at his church, Doug has numerous past and present community and church related participations. A native Fort Worth Texan, Doug now resides in Parker county with his wife of 27 years. They have three sons, one granddaughter, two horses, and eight chickens.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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